# ![@babyfolio Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1356518215288041473.png) @babyfolio Babyfolio

Babyfolio posts on X about $nbis, $iren, ai, in the the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1356518215288041473/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:interactions.svg)

- [--] Week [-------] +373%
- [--] Month [---------] +134%
- [--] Months [---------] +286%
- [--] Year [---------] +623%

### Mentions: [--] [#](/creator/twitter::1356518215288041473/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:posts_active.svg)

- [--] Week [--] +104%
- [--] Month [--] -9.10%
- [--] Months [-----] +17,522%
- [--] Year [-----] +19,725%

### Followers: [-----] [#](/creator/twitter::1356518215288041473/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:followers.svg)

- [--] Week [-----] +0.23%
- [--] Month [-----] +1.10%

### CreatorRank: [-------] [#](/creator/twitter::1356518215288041473/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1356518215288041473/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  #4270 [finance](/list/finance)  22% [technology brands](/list/technology-brands)  6% [automotive brands](/list/automotive-brands)  2%

**Social topic influence**
[$nbis](/topic/$nbis) #10, [$iren](/topic/$iren) #21, [ai](/topic/ai) #5782, [in the](/topic/in-the) 11%, [$crwv](/topic/$crwv) #7, [matter](/topic/matter) 4%, [clickhouse](/topic/clickhouse) 4%, [market cap](/topic/market-cap) 4%, [money](/topic/money) 4%, [core](/topic/core) 4%

**Top accounts mentioned or mentioned by**
[@neuralcadence](/creator/undefined) [@ilzmcfly](/creator/undefined) [@themarketjarl](/creator/undefined) [@accountingds](/creator/undefined) [@david_incel](/creator/undefined) [@paramdan42454](/creator/undefined) [@freedombirdo](/creator/undefined) [@jaybleezy42069](/creator/undefined) [@grok](/creator/undefined) [@dannyquark](/creator/undefined) [@stockdude1688](/creator/undefined) [@asmallfish5](/creator/undefined) [@waltek192](/creator/undefined) [@tsgeo00](/creator/undefined) [@ruebenjay](/creator/undefined) [@wsm_97](/creator/undefined) [@theeuinvestor](/creator/undefined) [@onetrumptorule](/creator/undefined) [@danielkoss](/creator/undefined) [@mbhogan](/creator/undefined)

**Top assets mentioned**
[Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Iris Energy Limited (IREN)](/topic/$iren) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Cipher Mining Inc. Common Stock (CIFR)](/topic/$cifr) [Metadium (META)](/topic/$meta) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/$tsla) [Applied Digital Corp. (APLD)](/topic/$apld) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$NBIS earnings were the one of the best ever(maybe only the previous one was better) Did you expect more than this"  
[X Link](https://x.com/babyfolio/status/2022236978927079833)  2026-02-13T09:10Z [----] followers, [----] engagements


"@ilzmcfly That's true but they do have paying customers for their software and it is growing I believe they'll share KPIs in the coming quarters"  
[X Link](https://x.com/babyfolio/status/2022731511536263671)  2026-02-14T17:55Z [----] followers, [---] engagements


"Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this. Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday"  
[X Link](https://x.com/anyuser/status/1966971894193959352)  2025-09-13T21:06Z [----] followers, 255.6K engagements


"Wow $NBIS at $18B mcap and $IREN at $9B 😮😱"  
[X Link](https://x.com/anyuser/status/2019626239124992242)  2026-02-06T04:16Z [----] followers, 14.7K engagements


"Don't let the stock price action affect what you think. Check in on the company and follow their execution. Quarterly results matter - the price action can be irrational and sometimes justified. $NBIS is 85% of my portfolio. Earnings tomorrow let's follow their execution"  
[X Link](https://x.com/babyfolio/status/2021545352185446495)  2026-02-11T11:22Z [----] followers, 10.3K engagements


"Interesting most people (including me) think we go down or stay neutral after $NBIS quarterly results 🤔 $NBIS earnings tomorrow my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen $NBIS earnings tomorrow my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen"  
[X Link](https://x.com/babyfolio/status/2021855908767093075)  2026-02-12T07:56Z [----] followers, [----] engagements


"Super solid quarter waiting for the call $NBIS Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR of $7B$9B https://t.co/N0N8gKpiLT Today we reported our Q4 and full-year [----] financial results. The highlights include: - ARR as of year-end was $1.25B ahead of our most recent guidance of $900M$1.1B - This paves the way for significant continued growth. We are on track to end [----] with ARR"  
[X Link](https://x.com/babyfolio/status/2021919307291300309)  2026-02-12T12:08Z [----] followers, [----] engagements


"@TheMarketJarl No $APLD is a dc owner and operator $NBIS is AI cloud services provider. I think the difference is big. For nebius DC is just a stepping stone to their goal while for $APLD it's their whole business"  
[X Link](https://x.com/babyfolio/status/2022639711366377561)  2026-02-14T11:51Z [----] followers, [---] engagements


"@paramdan42454 What is the alternative"  
[X Link](https://x.com/babyfolio/status/2022735529444364459)  2026-02-14T18:11Z [----] followers, [--] engagements


"@TheEUInvestor @grok explain with examples"  
[X Link](https://x.com/babyfolio/status/2022745241355456659)  2026-02-14T18:50Z [----] followers, [--] engagements


"Thinking of flipping some $NBIS shares into calls. If I believe we hit $300 by end of [----] which options setup gives the best return Feeling so bullish the market is literally blind here"  
[X Link](https://x.com/babyfolio/status/1972310829111664995)  2025-09-28T14:42Z [----] followers, 15.7K engagements


"@OneTrumpToRule Out of $NEBX"  
[X Link](https://x.com/babyfolio/status/1977401193119846457)  2025-10-12T15:49Z [----] followers, [--] engagements


"What other sectors are you guys invested in outside of AI and energy Or are you all in AI and energy Outside of $NBIS and $IREN I have 1% in $KRKNF which is a battery supplier to Anduril(most of the thesis)"  
[X Link](https://x.com/babyfolio/status/1998760623631462774)  2025-12-10T14:24Z [----] followers, 11.1K engagements


"Interesting predictions. Would you sell $NBIS for if you got offered $200 right now Top [--] Tech Predictions for [----] 🍿🐂🏆🔥👇📱 https://t.co/ckEEJCyUuT Top [--] Tech Predictions for [----] 🍿🐂🏆🔥👇📱 https://t.co/ckEEJCyUuT"  
[X Link](https://x.com/babyfolio/status/2001987930819342495)  2025-12-19T12:08Z [----] followers, 26.9K engagements


"Funny how close ClickHouse market cap is creeping towards $NBIS. At this rate ClickHouse will be valued higher 🤯 $NBIS it really does NOT matter if the ClickHouse round was actually $15B or not. The point is CH is worth that much and soon much more and that is not properly reflected in the Nebius stock price. Only difference between the news being real or not is if the stock will pump $NBIS it really does NOT matter if the ClickHouse round was actually $15B or not. The point is CH is worth that much and soon much more and that is not properly reflected in the Nebius stock price. Only"  
[X Link](https://x.com/babyfolio/status/2012572800838480378)  2026-01-17T17:08Z [----] followers, 10.5K engagements


"Is there an official $NBIS earnings date"  
[X Link](https://x.com/babyfolio/status/2016531904472760516)  2026-01-28T15:20Z [----] followers, 15.3K engagements


"Probably nothing $NBIS $META JUST GUIDED $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES BULLISH FOR AI INFRA INCLUDING $NBIS 🔥 $META JUST GUIDED $115B-$135B OF CAPEX AHEAD OF $110B ESTIMATES BULLISH FOR AI INFRA INCLUDING $NBIS 🔥"  
[X Link](https://x.com/babyfolio/status/2016725146547937587)  2026-01-29T04:08Z [----] followers, 16.8K engagements


"Do you think $NBIS will be acquired If so who's the buyer Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known. https://t.co/4CZQvpFiyK Odds on Polymarket that Nebius $NBIS will be acquired before [----] just surged to 75%. Stock is down -7% today and no new M&A rumors are circulating or known. https://t.co/4CZQvpFiyK"  
[X Link](https://x.com/babyfolio/status/2017127788596060239)  2026-01-30T06:48Z [----] followers, 25.3K engagements


"$NBIS and other AI infra plays getting massacred. Nothing new hold through pain"  
[X Link](https://x.com/babyfolio/status/2017458837402345742)  2026-01-31T04:44Z [----] followers, [----] engagements


"Beat or miss $NBIS better show execution - it's important because the price action is all about execution. We'll be following the earnings report & earnings call. Should be interesting. 🚨 $NBIS will report its Q4 [----] results on February [--] before the market open. https://t.co/i4GAuesuod 🚨 $NBIS will report its Q4 [----] results on February [--] before the market open. https://t.co/i4GAuesuod"  
[X Link](https://x.com/babyfolio/status/2017488283278725324)  2026-01-31T06:41Z [----] followers, 23.2K engagements


"$NBIS is very underappreciated. Investors underestimate their ability to perform. That's where alpha will be made. It's not as obvious of an investment like $IREN / $CIFR are (which have their own execution risks but somewhat "less" risky)"  
[X Link](https://x.com/babyfolio/status/2017901002557391303)  2026-02-01T10:01Z [----] followers, 17.4K engagements


"It's a great sign for $NBIS. Customers value the software proposition that Nebius built in house (that a lot of people on X are doubting is worth anything) Some customers if not most aren't looking for just compute they want the whole package. $NBIS new client Revolut Who does Ai infrastructure better than Nebius Executive Director of Data Science and AI at Revolut Pavel Nesterov answers the questionnobody. Revolut chose Nebius after first trying other major hyperscaler providers including Google and OpenAi that https://t.co/CekbtzwhAi $NBIS new client Revolut Who does Ai infrastructure"  
[X Link](https://x.com/babyfolio/status/2018379582827647273)  2026-02-02T17:42Z [----] followers, [----] engagements


"I open the brokerage app a few times a day. Today seems like a hella red day in the markets $NBIS and $IREN "relatively" strong. What's the news WW3 started"  
[X Link](https://x.com/babyfolio/status/2018753015411560483)  2026-02-03T18:26Z [----] followers, [----] engagements


"Is AI the future Current market says no. And in my view - real life says yes. What's your take $NBIS & $IREN will act accordingly"  
[X Link](https://x.com/babyfolio/status/2019080432801763563)  2026-02-04T16:07Z [----] followers, 13.7K engagements


"$NBIS and $IREN with the huge swings I wonder if people get shaken out by this for the past few weeks"  
[X Link](https://x.com/babyfolio/status/2019421666833756341)  2026-02-05T14:43Z [----] followers, 14.8K engagements


"When will be the "AHA" moment for $NBIS I think it will come only in the later half of the year. The rise will be sharp"  
[X Link](https://x.com/babyfolio/status/2019459008311054355)  2026-02-05T17:12Z [----] followers, [----] engagements


"@daniel_koss 😂"  
[X Link](https://x.com/babyfolio/status/2019626032706515129)  2026-02-06T04:15Z [----] followers, [---] engagements


"And market is still bearish on AI 🤣🤣🤣🤣 I'm telling you the alpha is here follow the money ( $NBIS $IREN etc.) Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6 Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6"  
[X Link](https://x.com/anyuser/status/2019757891805167886)  2026-02-06T12:59Z [----] followers, [----] engagements


"@MB_Hogan That box was delivered by a $CRWV shareholder"  
[X Link](https://x.com/babyfolio/status/2021474327959568866)  2026-02-11T06:40Z [----] followers, [---] engagements


"@DannyQuark Too many paper hands"  
[X Link](https://x.com/babyfolio/status/2021589296558317893)  2026-02-11T14:17Z [----] followers, [---] engagements


"@stockdude1688 Been 85% $NBIS 14% $IREN and 1% $KRKNF for a while now"  
[X Link](https://x.com/babyfolio/status/2021690714535465006)  2026-02-11T21:00Z [----] followers, [---] engagements


"Be honest you sold 🤣"  
[X Link](https://x.com/anyuser/status/2019830878369951797)  2026-02-06T17:49Z [----] followers, [----] engagements


"Markets can get messy just look at the last few weeks. One bad move can turn into a painful loss (panic selling / chasing hype). Thats why you stick with companies that have strong management you actually trust to work for shareholders like $NBIS"  
[X Link](https://x.com/anyuser/status/2020139555165200887)  2026-02-07T14:16Z [----] followers, [----] engagements


"Thanks $NBIS for the gesture ❤🙏"  
[X Link](https://x.com/babyfolio/status/2020875503477969048)  2026-02-09T15:00Z [----] followers, 15.4K engagements


"Do you think $NBIS management should have more focus on PR or should they just let quarterly results do the talking"  
[X Link](https://x.com/babyfolio/status/2020925701164236899)  2026-02-09T18:20Z [----] followers, [----] engagements


"Interesting acquisition from $NBIS what do you guys think about it Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This Were not just aninfrastructure-as-a-service company were building the complete platform for anyone who wants tobuild AIproducts agents orservices. Tavily issolving acritical part ofthis stack with agentic search and has proven itwith strong developer adoption. This"  
[X Link](https://x.com/babyfolio/status/2021242653568799055)  2026-02-10T15:19Z [----] followers, 11.6K engagements


"$NBIS earnings tomorrow my bet is the results would be amazing and reaction will be negative(5%-10%). What do you think is going to happen BIG UP BIG DOWN No big move BIG UP BIG DOWN No big move"  
[X Link](https://x.com/babyfolio/status/2021476390386954399)  2026-02-11T06:48Z [----] followers, 41.9K engagements


"$NBIS thesis just got derisked again after earnings. Execution keeps validating the story. Did you add on the report What % of your portfolio is $NBIS right now Mine - 85%"  
[X Link](https://x.com/babyfolio/status/2022586337967354360)  2026-02-14T08:18Z [----] followers, [----] engagements


"The upgrades will come soon for $NBIS Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with https://t.co/FYgqrUhhoA Following $NBIS' Q4 results: Northland reiterated Outperform with a $211 PT 🟢 Citizens reiterated Outperform with a $175 PT 🟢 D.A. Davidson reiterated Buy with a $150 PT 🟢 MS reiterated Equalwt/Attractive with a $126 PT 🟢 Seaport Global reiterated Neutral with"  
[X Link](https://x.com/babyfolio/status/2022600363971359219)  2026-02-14T09:14Z [----] followers, [----] engagements


"What should a company that's growing like this should be valued in [----] My "conservative" take: $300B or less than [--] P/S Thats $1200 stock price. Never seen a growth story like this before. Never could fade a hyperscaler in the making. $530m to $31 billion in [--] years. $NBIS https://t.co/8K0tauOz09 Never seen a growth story like this before. Never could fade a hyperscaler in the making. $530m to $31 billion in [--] years. $NBIS https://t.co/8K0tauOz09"  
[X Link](https://x.com/babyfolio/status/2022601694798864724)  2026-02-14T09:19Z [----] followers, 17.1K engagements


"@FreedomBirdo $NBIS in my opinion is a better opportunity than $IREN. I believe you already know the company"  
[X Link](https://x.com/babyfolio/status/2022626783389200395)  2026-02-14T10:59Z [----] followers, [----] engagements


"@Mower20101 Reason"  
[X Link](https://x.com/babyfolio/status/2022684793813786878)  2026-02-14T14:50Z [----] followers, [---] engagements


"The $IREN vs $NBIS debate is heating up. But theyre two different businesses. $IREN = power assets $NBIS = AWS of AI I hold 15% in $IREN because of the power thesis. If they shift to software Im out. I dont see them winning there. Whats your take power or expand"  
[X Link](https://x.com/babyfolio/status/2022720079771611210)  2026-02-14T17:10Z [----] followers, 14.1K engagements


"@ilzmcfly Not sure about $CRWV but $NBIS CRO in a interview said they'll share more data in the future because it's too early rn"  
[X Link](https://x.com/babyfolio/status/2022732967504941222)  2026-02-14T18:01Z [----] followers, [---] engagements


"Disgusting. Hopefully they revert it. 36% tax on UNREALIZED gains. How does even work can anyone make money like this"  
[X Link](https://x.com/babyfolio/status/2022733936938656163)  2026-02-14T18:05Z [----] followers, [----] engagements


"@NeuralCadence Absolutely. And $NBIS probably will"  
[X Link](https://x.com/babyfolio/status/2022748595108159768)  2026-02-14T19:03Z [----] followers, [--] engagements


"$NBIS Keeping up the work 💯 first of many first of many"  
[X Link](https://x.com/babyfolio/status/2022343785863356764)  2026-02-13T16:15Z [----] followers, [----] engagements


"$CRWV CEO offloading shares hand over fist COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD COREWEAVE CEO HAS LIQUIDATED SHARES AHEAD OF EARNINGS $CRWV https://t.co/dYMpuBSOd8 https://t.co/zozGjf5nfD"  
[X Link](https://x.com/babyfolio/status/2022612150322098552)  2026-02-14T10:01Z [----] followers, [----] engagements


"@RetireSoonFam Most company pivots fail I don't trust them in that department. It costs money to make and maintain"  
[X Link](https://x.com/babyfolio/status/2022763936345460814)  2026-02-14T20:04Z [----] followers, [---] engagements


"Have a great week everyone seems like we open green today with $IREN leading the charge and $NBIS following along Hope I didn't jinx it(I usually do)"  
[X Link](https://x.com/babyfolio/status/2008029152662974806)  2026-01-05T04:13Z [----] followers, [----] engagements


"@brent_e_trader @ilzmcfly We'll only know for sure if they release financials on the deal otherwise it's just speculation. $NBIS is a software play so it's fine that they're not leaving with a free DC like $IREN"  
[X Link](https://x.com/babyfolio/status/2008039334688227353)  2026-01-05T04:54Z [----] followers, [---] engagements


"That's why I haven't been posting much $NBIS is pretty much the same. Just following developments. I'm not tweeting about $NBIS because there's nothing to say right now. Great company. Great stock. No news. My core thesis is still that they are simply built different for [--] reasons. 1) Better Talent 2) Superior Assets 3) Superior Strategy (enabled by superior talent - I'm not tweeting about $NBIS because there's nothing to say right now. Great company. Great stock. No news. My core thesis is still that they are simply built different for [--] reasons. 1) Better Talent 2) Superior Assets 3)"  
[X Link](https://x.com/babyfolio/status/2008160194665013475)  2026-01-05T12:54Z [----] followers, 10.7K engagements


"@accounting_ds 💯💯🚀"  
[X Link](https://x.com/babyfolio/status/2008243893515817323)  2026-01-05T18:27Z [----] followers, [---] engagements


"Haha that's funny $NBIS 🤣 $NBIS might reclaim $100 again will we ever see 90's again $NBIS might reclaim $100 again will we ever see 90's again"  
[X Link](https://x.com/babyfolio/status/2008561985445912732)  2026-01-06T15:31Z [----] followers, [----] engagements


"That's why I would never touch $CRWV over leveraging is not cool and doing it for any price is bas business Regarding $CRWV . They amended their credit agreement on December 31st lowering minimum liquidity requirements to $100M through April [----] and pushing back debt service coverage testing until October [----] The amendment allows unlimited equity injections to cover covenant Regarding $CRWV . They amended their credit agreement on December 31st lowering minimum liquidity requirements to $100M through April [----] and pushing back debt service coverage testing until October [----] The amendment"  
[X Link](https://x.com/babyfolio/status/2008762717122003112)  2026-01-07T04:48Z [----] followers, [----] engagements


"$CRWV approach is super bad now they have to eat shit because of bad decision making. Thats why $NBIS and $IREN with low debts will be the alpha makers 🚨 Coreweave ($40 billion dollar AI company) JUST filed an 8-k that they're essentially insolvent (can't pay bills). Bankers are de facto "pre" begging for an Nvidia bailout. Coreweave has just [--] months of cash left based on the last filings. Not great. https://t.co/lZWrWnB4BC 🚨 Coreweave ($40 billion dollar AI company) JUST filed an 8-k that they're essentially insolvent (can't pay bills). Bankers are de facto "pre" begging for an Nvidia"  
[X Link](https://x.com/babyfolio/status/2008972756621369804)  2026-01-07T18:43Z [----] followers, 12.8K engagements


"@watchmaninvest They have more optionality than $CRWV did so I disagree"  
[X Link](https://x.com/babyfolio/status/2009006007566119213)  2026-01-07T20:55Z [----] followers, [---] engagements


"If I post about $NBIS will it crash"  
[X Link](https://x.com/babyfolio/status/2009287363189522884)  2026-01-08T15:33Z [----] followers, [----] engagements


"What's the catalyst for the next leg up for our AI DC companies $NBIS $IREN I think not this quarter but last [--] quarters of the year will be game changing"  
[X Link](https://x.com/babyfolio/status/2009554189756866976)  2026-01-09T09:13Z [----] followers, [----] engagements


"@ChrisKing189362 This morning When"  
[X Link](https://x.com/babyfolio/status/2009568677256212844)  2026-01-09T10:11Z [----] followers, [---] engagements


"@accounting_ds It's mind boggling I wonder the same but the company is smart for taking advantage of the euphoria"  
[X Link](https://x.com/babyfolio/status/2010568642199421161)  2026-01-12T04:24Z [----] followers, [----] engagements


"I stand by this. $NBIS $300 by YE $IREN $150 by YE Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this. Prediction: $NBIS will be 300$ by end of [----] Bookmark this and check back later. I might actually all in this"  
[X Link](https://x.com/babyfolio/status/2010568859250516294)  2026-01-12T04:25Z [----] followers, 30.9K engagements


"$NBIS on fire People starting to realize now"  
[X Link](https://x.com/babyfolio/status/2010974956197122351)  2026-01-13T07:19Z [----] followers, 12.7K engagements


"New highs when $NBIS $IREN"  
[X Link](https://x.com/babyfolio/status/2011781410206441789)  2026-01-15T12:43Z [----] followers, 11.8K engagements


"Very cheap. $NBIS valuation is a joke $NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we could value https://t.co/UZaYwondKg $NBIS at $100 = $25B market cap. They hold a 28% share in Clickhouse which is rumored to raise capital at a $15B valuation. That would mean a $4.2B stake. They sit at about $4.8B cash (has to be deployed to scale but for now we count it). Other subsidiaries we"  
[X Link](https://x.com/babyfolio/status/2012411736792416463)  2026-01-17T06:28Z [----] followers, 16.5K engagements


"$NBIS is an opportunity you shouldn't miss. Don't wake up when it's too late. Do the research now and you'll understand"  
[X Link](https://x.com/babyfolio/status/2013198485609160778)  2026-01-19T10:34Z [----] followers, 11K engagements


"@accounting_ds Things like this make me very grateful for what I have"  
[X Link](https://x.com/babyfolio/status/2016061527816585725)  2026-01-27T08:11Z [----] followers, [---] engagements


"@AaronFielding_ First time I encounter these tickers will look thanks"  
[X Link](https://x.com/babyfolio/status/1977415699409809447)  2025-10-12T16:46Z [----] followers, [---] engagements


"@GrumpierBTDay What's your biggest winner I'm assuming you had a massive one playing those tiny ones"  
[X Link](https://x.com/babyfolio/status/1987152178679890084)  2025-11-08T13:36Z [----] followers, [--] engagements


"Everyone is panicking on macro please zoom out it won't matter what happened in Jan26 or Feb26 in a year $NBIS will be $300 by year end it's inevitable"  
[X Link](https://x.com/babyfolio/status/2013918164959011022)  2026-01-21T10:14Z [----] followers, 18.3K engagements


"The daily swings are crazy on AI infra like $NBIS $IREN $CIFR Are you guys trading the moves or investing and not touching Personally I don't have much time so trading is out of the question. I'm fine with just holding & selling csps occasionally"  
[X Link](https://x.com/babyfolio/status/2014226763170160797)  2026-01-22T06:40Z [----] followers, 13.9K engagements


"Been off X for a while. My newborn daughter had an emergency right after birth and we ended up in the ER. Barely logged into X or followed any recent $NBIS news (anything new) Shes healthy now ❤ Life has a way of reminding you what really matters. Don't take it for granted"  
[X Link](https://x.com/babyfolio/status/2016397107112849702)  2026-01-28T06:25Z [----] followers, 17.4K engagements


"@Kaizen_Investor Thank you ❤"  
[X Link](https://x.com/babyfolio/status/2016541800584908880)  2026-01-28T16:00Z [----] followers, [--] engagements


"@accounting_ds Daily fluctuations"  
[X Link](https://x.com/babyfolio/status/2017124058903589215)  2026-01-30T06:33Z [----] followers, [---] engagements


"@Asmallfish5 @tellingsen @MildBullyMMA Haha actually I agree. Low odds - lower chance. The opposite is only for gambling companies pricing the bets"  
[X Link](https://x.com/babyfolio/status/2017269503504134291)  2026-01-30T16:11Z [----] followers, [--] engagements


"@retail_mourinho We need a few more big influencers on board with the selling and it's a bottom"  
[X Link](https://x.com/babyfolio/status/2017269882711065065)  2026-01-30T16:13Z [----] followers, [---] engagements


"@accounting_ds You're going to be a whale 🐳"  
[X Link](https://x.com/babyfolio/status/2017488462241276004)  2026-01-31T06:41Z [----] followers, [---] engagements


"@f0xh00d Yes it's all about the ramp up toward their guidance"  
[X Link](https://x.com/babyfolio/status/2017532011481539036)  2026-01-31T09:34Z [----] followers, [---] engagements


"@elpistollero_ It really is although I rather invest in companies listed in the US"  
[X Link](https://x.com/babyfolio/status/1981685948632170938)  2025-10-24T11:35Z [----] followers, [---] engagements


"It's only been a month and this has already proven as the right choice. Maybe in the future I'll buy $HIMS back. $NBIS at the moment is the better play. Since this post: $NBIS 21% $HIMS -22% Selling $HIMS on Monday. Sure it could 2x by [--] but it comes with more risk - regulations lawsuits and uncertainty. Why settle for a riskier 2x when $NBIS looks like a cleaner 35x by 2026/7 Do you also hold stocks just for "diversification" Am I wrong for doing this Selling $HIMS on Monday. Sure it could 2x by [--] but it comes with more risk - regulations lawsuits and uncertainty. Why settle for a riskier"  
[X Link](https://x.com/babyfolio/status/1984384239068930410)  2025-10-31T22:17Z [----] followers, [----] engagements


"$KRKNF been on fire it's just 1% of my portfolio. Once this trades on US expect double digits"  
[X Link](https://x.com/babyfolio/status/2009947130778284346)  2026-01-10T11:15Z [----] followers, [----] engagements


"@ElliotWaveBull Why does it matter Asking for real"  
[X Link](https://x.com/babyfolio/status/2019216261327253790)  2026-02-05T01:07Z [----] followers, [---] engagements


"Buying $NBIS today at $90/share ($21B mcap) means: ⚡ $4B/yr AI infra revenue core biz 🔥 Riding 60% CAGR in the hottest sector And whats basically FREE 👇 🚀 Toloka 🚀 28% of ClickHouse 🚀 Avride 🚀 TripleTen Still hesitating"  
[X Link](https://x.com/anyuser/status/1967516990534533320)  2025-09-15T09:12Z [----] followers, 18.4K engagements


"$NBIS all dips being bought You think it's only retail"  
[X Link](https://x.com/babyfolio/status/1970888445087125957)  2025-09-24T16:29Z [----] followers, 10.6K engagements


"What are other stocks you hold with huge conviction that aren't $NBIS"  
[X Link](https://x.com/babyfolio/status/1971359132969275432)  2025-09-25T23:40Z [----] followers, 15K engagements


"What was/is your biggest loss in the stock market and what was/is your biggest gain Could be in % or $ I lost 500k$ in $TSLL trying to swing trade it. My biggest gain was and is $TSLA with 3000%+ gain. Will $NBIS takeover"  
[X Link](https://x.com/babyfolio/status/1972154962278076599)  2025-09-28T04:22Z [----] followers, [----] engagements


"Im mostly in $NBIS. If you had to pick one energy company thats also an AI play and still reasonably valued with high potential returns. Which one comes to mind (if possible explain why 🙏)"  
[X Link](https://x.com/babyfolio/status/1977370697342029856)  2025-10-12T13:48Z [----] followers, [----] engagements


"You don't have many companies with management like $NBIS. Founder-led truly passionate about technology and the company itself. And you get [--] of them with huge skin in the game ( $IREN has this too what are the odds) My thoughts on the new $NBIS data center launch yesterday: [--] Arkady is obviously a billionaire by now and could easily stay behind the scenes. Yet he still shows up in person. From all his interviews he strikes me as a true technologist: curious humble and obsessed with https://t.co/QEMSUs3MIw My thoughts on the new $NBIS data center launch yesterday: [--] Arkady is obviously a"  
[X Link](https://x.com/babyfolio/status/1980517279545602259)  2025-10-21T06:11Z [----] followers, 10.5K engagements


"My Japanese friend at it again He says institutions are massively loading $NBIS. Lets go 🌟 $NBIS 🔥 [--] ➡103 Aether Seeking AlphaNebius Pullback: The Smart Money Entry 🌟 $NBIS 🔥 [--] ➡103 Aether Seeking AlphaNebius Pullback: The Smart Money Entry"  
[X Link](https://x.com/babyfolio/status/1981637822785163742)  2025-10-24T08:24Z [----] followers, 14.5K engagements


"If $NBIS pops to 200$ on earnings at Tuesday will you sell/trim or keep holding"  
[X Link](https://x.com/babyfolio/status/1987149068867403823)  2025-11-08T13:23Z [----] followers, 47.6K engagements


"If you still doubt how good $NBIS really is - just wait a few hours. Earnings will speak for themselves"  
[X Link](https://x.com/babyfolio/status/1988124916101902406)  2025-11-11T06:01Z [----] followers, 15.9K engagements


"Forget the price action for a second - are you bullish on $NBIS after this bombshell they dropped on us"  
[X Link](https://x.com/babyfolio/status/1988272576452350297)  2025-11-11T15:48Z [----] followers, 27K engagements


"So why are $NBIS and $IREN pumping right now"  
[X Link](https://x.com/babyfolio/status/1990815445759226208)  2025-11-18T16:12Z [----] followers, 75.5K engagements


"$NBIS at $112 = $28B market cap. $5B cash 28% of ClickHouse (IPO soon could be worth $58B) Other subs $3B (conservative) That leaves $15B for the core biz doing $34B ARR by end of [----]. Are you still scared of buying"  
[X Link](https://x.com/anyuser/status/1979236954693636147)  2025-10-17T17:23Z [----] followers, 106.5K engagements


"$NBIS is indeed a rare opportunity we are lucky they didn't get a traditional IPO so we got to take advantage of the disconnect (that still exists) in the market. In any other scenario this stock would be trading around 180-200$ right now A year ago most saw $NBIS as a forgotten spin-off of Yandex a relic of Russias tech exodus. Talent scattered identity uncertain. But under Kari Volos the legendary founder who built Yandex over [--] years the story flipped. Today its one of the fastest-scaling AI https://t.co/LyvtlvzyxE A year ago most saw $NBIS as a forgotten spin-off of Yandex a relic of"  
[X Link](https://x.com/anyuser/status/1979941529968947397)  2025-10-19T16:03Z [----] followers, 22.4K engagements


"Hardware builds value. Software multiplies it. Thats why $NBIS will be a $500B$1T company - while $IREN $CIFR and $CRWV (even with their acquisitions) top out near $150B. $NBIS software already attracts customers like $SHOP & $NET and it will only grow from here"  
[X Link](https://x.com/anyuser/status/1979994017669537794)  2025-10-19T19:32Z [----] followers, 31.4K engagements


"Sold more $TSLA Loaded even more $IREN. Am I allowed to add some $IREN Or is it $NBIS only feed 🤔 https://t.co/j2NeJ1PZge Am I allowed to add some $IREN Or is it $NBIS only feed 🤔 https://t.co/j2NeJ1PZge"  
[X Link](https://x.com/anyuser/status/1985243428234338532)  2025-11-03T07:11Z [----] followers, 89.9K engagements


"Fun fact: $NBIS is cheaper on all metrics at 90$ today than 65$ yesterday"  
[X Link](https://x.com/babyfolio/status/1965447921761222899)  2025-09-09T16:11Z [----] followers, 169.1K engagements


"$NBIS CRO Mark Boroditsky is brilliantly telling you what differentiates $NBIS from the competition. They are playing a different game others are trying to become the go to GPU rentals $NBIS want to become the AWS of AI. .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS of AI why hyperscalers are the real competition (not neoclouds) the alliance with $NVDA & why fears of circular financing + overbuild are overblown. Highlights (00:42) Why NBIS can be the AWS of https://t.co/1KRs7ZNQCy .@nebiusai CRO Marc Boroditsky explains how $NBIS is working to become the AWS"  
[X Link](https://x.com/anyuser/status/1976615053299495276)  2025-10-10T11:45Z [----] followers, [----] engagements


"So let me get this straight $NBIS is 21B market cap with 5.2B in cash set to make 4.5B in [----]. You get the core biz for 16B and the subsidiaries for free This is robbery. 🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares and concurrent private offering of convertible senior notes bringing in $4.2B gross proceeds Key details: 10.8M Class A shares sold at https://t.co/m8SBvvNMlu 🚨 Nebius Group $NBIS closes $4.2B raise On September [--] Nebius Group announced the closing of its public offering of Class A shares"  
[X Link](https://x.com/babyfolio/status/1967691524688551989)  2025-09-15T20:46Z [----] followers, 57.2K engagements

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